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Katie Newman

Tax Manager at Truepoint Wealth Counsel

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Email Email: k****@hjcocpas.com

phone noPhone Number: (***)-***-****

As a tax manager on the Truepoint tax team, I review tax returns and quarterly projections and am also involved in calculating the tax implications of the various financial decisions our ...

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TRUEPOINT WEALTH COUNSEL

TRUEPOINT WEALTH COUNSEL

  • description Description
    Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% emplo...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Truepoint Wealth Counsel Org Chart and Mapping

Michael Chasnoff

Michael Chasnoff

Chairman and CEO

Employees
Cfp® Ryan Klekar

Cfp® Ryan Klekar

Sr. Wealth Advisor & Shareholder

Rona Turnheim

Rona Turnheim

Executive Receptionist

Cfp® Angie Moore

Cfp® Angie Moore

Tax Associate

Christine Carleton

Christine Carleton

Chair, Women's Wealth Counsel

Blake Price

Blake Price

Sr. Wealth Advisor

Cfp® Eric Ross

Cfp® Eric Ross

Director of Financial Planning & Shareholder

Stephanie Johnson

Stephanie Johnson

Operations Associate

Shannon Dowling

Shannon Dowling

Client Service Associate

Bill Tucker

Bill Tucker

Sr. Tax Manager and Shareholder

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Frequently Asked Questions Regarding Katie Newman

Answer: Katie Newman works for Truepoint Wealth Counsel as Tax Manager

Answer: Katie Newman’s role in Truepoint Wealth Counsel is Tax Manager

Answer: Katie Newman's email address is k***@gmail.com

Answer: Katie Newman's business email address is k****@hjcocpas.com

Answer: Katie Newman’s direct phone number is (***)-***-****

Answer: Katie Newman works in the industry of: Financial Services

Answer: Katie Newman is the current Tax Manager at Truepoint Wealth Counsel.... Read More

Answer: Katie Newman works Truepoint Wealth Counsel located at 9999 Carver Rd Ste 200, Cincinnati, Ohio, 45242, United States

Answer: Truepoint Wealth Counsel's Tax Manager is Katie Newman

Answer: Katie Newman contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@hjcocpas.com

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